ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,860 | +24.1% | 216 | +30.1% | 0.04% | +32.1% |
| Q2 2023 | $43,406 | +73.5% | 166 | +66.0% | 0.03% | +64.7% |
| Q1 2023 | $25,016 | +3.4% | 100 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $24,189 | +10.0% | 100 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $22,000 | -4.3% | 100 | 0.0% | 0.02% | +5.9% |
| Q2 2022 | $23,000 | -14.8% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $27,000 | -3.6% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $28,000 | +7.7% | 100 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $26,000 | -3.7% | 100 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $27,000 | +3.8% | 100 | 0.0% | 0.02% | +28.6% |
| Q1 2021 | $26,000 | +13.0% | 100 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $23,000 | +21.1% | 100 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $19,000 | – | 100 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |